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SPEARHEAD ADMINISTRATIVE SERVICES, LLC
CRD 319289File 801-123610
APPROVED
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.83B
Top 25% of cohort (national)
Discretionary AUM
$3.83B
Clients
28
813 accounts
Employees
9
Top 25% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 1, 2022
- Principal office
- 3828 KENNETT PIKE, SUITE 202, GREENVILLE, DE, 19807
- Phone
- 855-615-5318
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.83B
- Discretionary AUM
- $3.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 813
- Non-discretionary accounts
- 0
- Total accounts
- 813
- AUM per client
- $136.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 6 | $2.20B |
| Pooled investment vehicles | 22 | $1.62B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 19 | 28 | increased by9 |
| Apr 1, 2026 | AUM | $2,156,059,612 | $3,827,929,709 | increased by$1,671,870,097 |
| Apr 1, 2026 | Accounts | 507 | 813 | increased by306 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 19 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $460,110,357 | $2,156,059,612 | increased by$1,695,949,255 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 507 | increased by383 |
| Sep 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2022 | Employees | 3 | 7 | increased by4 |
| Aug 1, 2022 | AUM | $0 | $460,110,357 | increased by$460,110,357 |
| Aug 1, 2022 | Accounts | 0 | 124 | increased by124 |
| May 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SPEARHEAD ADMINISTRATIVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SPEARHEAD ADMINISTRATIVE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.